News & Commentaries
Responsible Investing Strategies Still a Challenge for Advisers–Q4 2017 Eaton Vance Advisor Top-of-Mind Index (ATOMIX) survey of 1,000 financial advisers.
"Only 21% of advisers surveyed reported feeling very well informed about responsible investing strategies, and the survey found accessing ESG data is a challenge for advisers… Eighty-four percent of advisers reported their clients have at least some interest in responsible investing options. However, 82% also believe responsible investing has a long way to go before…
Top 10 brands with the best green supply chains.
"The latest rankings on international brands’ environmental performance in the China supply chain was jointly released by the Institute of Public & Environmental Affairs (IPE) and the Natural Resources Defense Council (NRDC). The rankings are based on the Corporate Information Transparency Index (CITI), which collects public data on areas including government compliance, online monitoring, confirmed…
EU considering sustainable investing as fiduciary duty for investors.
"The European Union′s executive has decided to start work on an impact assessment to assess whether and how such a clarification could contribute to a more efficient allocation of capital, and to sustainable and inclusive growth." [COMMENTARY] Various advisory groups to the EU are deeply concerned about the short-term focus of fund managers at the…
Just released: new surveys related to ESG investing.
[COMMENTARY] It’s clear that the mainstream investment industry is adopting ESG criteria as important to investment analysis and attracting millennials to investing. However, I remain skeptical about much of the surveys’ findings due to the definition of ESG and what people say and do being two quite different things. Also, some surveys seem to contradict…
McKinsey: ESG No Longer Niche as Assets Soar Globally.
"More than a quarter of the $88 trillion assets under management globally are now invested according to environmental, social and governance principles known as ESG, a McKinsey & Co. study found." [COMMENTARY] McKinsey doesn’t seem to be referring to original work as the figures they’re quoting appear largely from published works such as the 2016…
Companies That Lead on Societal Impact Reap Financial Benefits.
"Companies that outperform in industry-relevant environmental, social, and governance (ESG) areas boast higher valuation multiples and margins, all other factors being equal, than those with weaker performance in those areas, according to a new report by The Boston Consulting Group (BCG)." [COMMENTARY] BCG’s research shows that companies excelling in ESG outperform others in their respective…
